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CNBC
Oct 2, 2012 3:00pm EDT
experience that you've had at yahoo! tell me how you see the environment changes and where specifically you would expect growth to happen in technology in the next five years. >> well, i think technology in general -- probably the biggest challenge is not so much the social interactions but everybody's talking so much about data. data is very, very hard to mine correctly. so i think you're going to see a push back towards a lot of enterprise apps that really figure out how it get information to the companies so they can actually be more personalized for the user, but easy to say, a lot to do. >> and really quick, on what you're seeing out there, how tough is europe right now for technology? what are you seeing in terms of the global slow down? >> well, europe continues to baffle us in general in technology. it looks like it's getting softer, not stronger. you know, companies that diversified over the past 20 years do make sure they had good portfolios in all the regions, you know, are taking a hit now with europe. i think it's broad based, so it shouldn't be a knock on any
CNBC
Oct 8, 2012 3:00pm EDT
individual stocks keep making all-time highs in this environment? >> with us today are sam stovall and our own bob pisani. sam, it's going to come down to earnin earnings, right, which starts tomorrow? >> tomorrow. the bar is not just set low, it's set below, under water. >> below dirt. >> off the lows. capital iq is forecasting a 1.3% deline. it was down to 1.8%. big deal. i think some of the numbers underneath are a little more telling, such as right now the early beat ratio at 58% is below the average of 62%. in terms of guidance, those that are guiding negatively are 3.3 to 1 for those guiding positively. >> that sounds very negative for the stock market. >> well, i think it's baked in right now, or a lot of that is probably baked in. the real question is, whether we're likely to be seeing qe3 as the trough -- >> how can it be baked in if we're sitting at 4 1/2 year highs? how is that baked in? >> exactly. >> i think nothing is really new. what has come out yet that's going to tell us things are a lot worse than we anticipated? materials are expected to show 20% earnings decline. energ
CNBC
Oct 4, 2012 3:00pm EDT
is, how are they putting their money to work in today's environment? and how are clients allocating capital today? joining me now in a cnbc exclusive are two people at the forefront of those decisions. quinton price and robert kapito, the president of black rock. gentlemen, good to have you on the program. thank you so much for joining us. let me start with quinton, since i don't think you've been with us before. nice to have you on the program. you are the global head of the alpha strategies group. really, a global opportunity for allocating capital. to what do you attribute the rally today? was it the ecb, do you think? was it the election last night? what's going on? the debate, rather. >> europe has been driving the market for months. ever since draghi made his comments, going back two months, we've seen confidence flowing back into equities. we've removed the downside risk for markets. i think that's continued. i think people have got confidence back from last week and we're seeing a number of, you know, good reports of pick up in china and stuff which is all helping to create
CNBC
Oct 9, 2012 3:00pm EDT
created, a very artificial environment where price discovery has been destroyed because the price of money is fake and artificial and not real. >> peter, how are you investing in this environment ten? what are you doing in terms of allocating capital? >> well, you have to -- from the big picture fed perspective, you want to be protecting yourself in non-dollar assets and hard assets and commodities, precious metals, commodities that defends yourself against what the fed is doing. i think earnings will disappoint, not only for q-3, but also the guidance for q-4, so you have to be defensive over the next four weeks. >> everybody talks about the most hated rally. i know i coined that. while money has been coming out of stock mutual funds, there has been money going into etfs and high-yield bond funds. they're not really bond funds. in times of volatility, they act like stock funds. people are seeking alternatives in stock-like instruments. >> bob makes a great point about high yield. we have seen a virtual stampede into high yield. investors have to sell their soul to get 3% today. all
CNBC
Oct 3, 2012 3:00pm EDT
where is it seeing investment opportunities in this uncertain environment right now? kkr's head of global mac roand asset. accolade overdrive. zagat just gave hertz its top rating in 15 categories, including best overall car rental. so elevate your next car rental experience with the best. it's just another way you'll be traveling at the speed of hertz. if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. >>> welcome back. just keeps getting worse for hewlett packard. seema mody, how bad now? >> we're continuing to watch the big moves in hewlett packard. that's the big tech lagger today. just looking at chart, bill, the stock just broke $15 a share. it's down now 50% from its 2012 intraday high it hit back in february. the stock down about 13% in today's trade. back to you. >> all right. k
CNBC
Oct 1, 2012 3:00pm EDT
of those companies that has been able to thrive in all sorts of economic environments. very tough to do in an inno investigation, economy, bill, and where technology moves so fast. as so many of us are witnessing with oracle and its innovation. we have 35 minutes before "the closing bell" sounds. market is higher but well off the highs of the day. >>> hasn't just been stocks making high today. gold hit a nearly one-year high earlier this session, despite beginning what is historically the worst month for the precious metal. will this october buck that trend? we'll look at that coming up. >>> then later on, congress may be on break, yet again, but at least somebody is working on our debt problem. and they claim their solution cuts more than hitting the fiscal cliff would. would be a lot less painful. how's that possible? they're here to explain. stay with us on this. back in a moment. [ male announcer ] the 2013 smart comes with 8 airbags, a crash management system and the world's only tridion safety cell which can withstand over three and a half tons. small in size. big on safety. go
FOX Business
Oct 5, 2012 3:00pm EDT
be. liz: how do you deal with the low interest-rate environment or refinancing loans and losing a couple basis points on every loan? >> it is true this extended low-interest rate environment is not favorable to bank earnings. liz: ben bernanke ordeal with it? >> i can also understand his position that stimulus hit the economy. it is good for bar worse to have low interest rates and now we have lower rates from short to long it is easier to borrow or give people reasons to borrow so last time we checked we made money when people borrow loans. it is good for us but it does shrink the spread on our loans. that is why you have to be cost-effective, acquiring good clients and looking at how to generate more business. liz: they expects fourth quarter loan growth? >> as we have talked about it we continue to see among our commercial clients that they continue to borrow and acquiring competitors and investing in business and doing things commensurate with an industry that returned to profitability. they are not hiring which is part of why we talk with ben bernanke about q e 3 and the thin
FOX Business
Oct 1, 2012 3:00pm EDT
productivity. ashley: charles, bringing you back in. i want to know what you like in this environment? what's your picks? >> i just want to respond to the previous guest. ashley: go ahead. >> all that's in the stock market are shares of stocks and money. the market goes up because companies didn't want zero return on their balance sheet cash so they bought shares back. unfortunately, that stopped in september. september was the first month in the $20 billion more share sales than buying. insiders are now -- for the last two months, sold 1 # 1 times the amount of shares bought. the sell by ratio is 11-to-1. the engyps that run market up shrink the float. companies grow the float, insiders selling, and, you know, yes, the fed is easing indefinitely. that means there's no more fed easing to anticipate. without anticipation, why is anybody -- you know, i don't see how the market rallies here. i could be wrong, but that's what i think. ashley: dan? >> the universe shrinks in two ways, share repurchases and companies buys other companies. 3m bought another, and when the deal is completed be
CNBC
Oct 3, 2012 4:00pm EDT
environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this market and the fundamentals around it. we look now where the big money is eyeing and whether or not foreign money is coming into the u.s. we have henry m henry mcveigh w. tell me what you're hearing. >> the clients with the long-term focus are the ones we traditionally work with. we see opportunities. we have a very big presence in asia. i was just over in hong kong and india. we're finding things to do on the consumer side. i would tell you, i do think the chinese economy in particular, the export economy, is structurally broken. i think that's a big change. i've been going to china since 1995. i think there's a fundamental shift in what's going on. we saw that in the caterpillar numbers. you saw that in the federal express numbers. some people thin
FOX Business
Oct 8, 2012 3:00pm EDT
our environment. across america, these technologies protect air - by monitoring air quality and reducing emissions... ...protect water - through conservation and self-contained recycling systems... ... and protect land - by reducing our footprint and respecting wildlife. america's natural gas... domestic, abundant, clean energy to power our lives... that's smarter power today. domestic, abundant, clean energy to power our lives... take the steps to reach yours, everyowith usgoals. with real advice, for real goals. the us bank wealth management advisor can help you. every step of the way. from big steps, to little steps. since 1863 we've helped guide our clients, so they can take the steps to help grow, preserve, and pass along their wealth. so their footsteps can help the next generion find their own path. all of us serving you. us bank liz: well, at one point the dow was down 58 points, at the moment here we are down 22, trying to come back here on very thin volume on this day where the bond market is closed, but we are on the cusp of earnings season. sandra smith watching toda
FOX Business
Oct 2, 2012 3:00pm EDT
a long and he says short this stock. he does not feel the competitive environment -- it is down 4% but also down 6% year to date. tough time when david einhorn piles itown by it is coming back. david asman down 36 points. dave: david einhorn was shorting one stock but also long enough. when david einhorn speaks people listen. cheryl: when nicole petallides speaks we listen. the new york stock exchange giving up early-morning games. nicole: at talk to some traders talking about the fact we have been in a narrow range and the choppy market and that is the day today coming close to the unchanged line. dave: apple is in the green. earlier it was in the red and had the $650 mark and was $700. people saw 650 and it won't be this low for long. nicole: people see that as a buying point. people like to bion that and go into that category and they go into that category. cheryl: chipotle diving today but made some bearish comments on the other side and as i mentioned general motors and warren buffett got in a little while ago. nicole: you don't fight einhorn. going against that particular da
FOX Business
Oct 4, 2012 3:00pm EDT
for our communities and the environment. we're america's natural gas. you see us, at the start of the day. on the company phone list that's a few names longer. you see us bank on busier highways. on once empty fields. everyday you see all the ways all of us at us bank are helping grow our economy. lending more so companies and communities can expand, grow stronger and get back to work. everyday you see all of us serving you, around the country, around the corner. us bank. ♪ >> welcome back. we are taking a look at your top commodity movers. looking at rbob gasoline. reversing yesterday the big losses. crude almost completely erasing yesterdays losses. rbob up. crude oil prices also a big gainer. back above $90 a barrel. crude prices in the range of 91-$92 a barrel. gold also shining. about three quarters of a percent. we got some comments from mario draghi. they are going to do something, another bond buying program of some sort. that eased concerns over in europe. also, by the way, we had a weaker u.s. dollar, stronger euro scenario on that. it was a big winning day for commodities
CNBC
Oct 5, 2012 4:00pm EDT
adjust to a slower growth environment. we've seen much lower inventory levels. we've seen underinvest inspemen capital, which is creating a bit of tail wind going into next year. interestingly enough, asia is in the same state. what is worrisome is companies haven't adjusted to the possibility of slower growth next year. >> peter, what are you looking for next week? what should we be watching for? >> i think the next three weeks is solely earnings. for two months we've had central banks putting goggles on our eyes. now the fundamentals can't be ignored anymore. they're out from under the rug. we get to hear what the guidance is going forward. >> so peter, on tuesday we're going to see angela merkel in greece. there's going to be horrendous protests, tear gas. we can just imagine. yet, we're going to be able to look through that and focus on the domestic earnings front here? >> the greek stock market was up 12% this week. the bond that's maturing at 11 years is at a high. i think everyone's beginning to it realize that greece is going to be given some slack because there's no other cho
FOX Business
Oct 3, 2012 3:00pm EDT
working on renewables and it felt right to apply it to the environment which contributes 40% of emissions. ashley: how has it gone since early days? >> it has been a great lesson to join a startup company. we have gone the successful fund-raisers and to do it in a tough economic environment helped prove we need to be resilience and continually get the cost down and get buildings up faster and drive up that as that. is exciting to see large health-care companies and others adopting it. ashley: what is the average cost of the buildings? >> hard to say. education costs different from medical facilities but the key thing is right now the traditional construction project only 20% of what gets put into the final building price point why is material. 40% is a risk and overhead. we want to reverse that equation. we are more like boeing. quality manufacturing and the attitude is if bowling can assemble a 737 in a matter of days why does it take 24 months to get health care clinic? ashley: how these structures come? i they and flat pack can you put it together? >> precisely. they're so im
CNBC
Oct 9, 2012 4:00pm EDT
clients, the environment you want to stay is diversified as possible. i think this last quarter was a great example of that. europe, everybody looks at the negative in europe, yet it was a good place to be. spread your bets out right now. >> so do you expect that we are at this point going to see pretty good guidance, tough guidance? what about that guidance that you're looking for in. >> yeah, i think that's going to be the big question here. i think today's a great example of that. you have alcoa, the traditional capital goods manufacturing cyclical versus a yum brands, which is going to tell you maybe how the global consumer is doing. even the guidance we're going to get today may very well set the tone for what kind of messaging we get this earnings season. >> i want to tell you that alcoa is out three cents a share, actual earnings. expecting a flat showing. so it looks like it's better than expected. we are looking at a pop in the stock as these numbers are released. of course, we want to get more details on the quarter. revenue coming in at $5.8 billion versus an estimate of
CNBC
Oct 2, 2012 4:00pm EDT
straight to the markets and talk about investing in this environment. gentlemen, good see you. thank you so much for joining us. dan, let me kick this off with you. what do you think happened at end of the day today? seems this market has been trading on some worries last several sessions. yet, we did see some optimism at end of the day. >> absolutely. it's a case of perhaps, you know, still do not fight the fed. what we were watching specifically was apple. you mentioned it. we were looking for support on the stock at around 650. wouldn't you know it, it hit their intraday lows. they don't want to see that stock drop. the interesting thing with that is, you know, apple is a bell weather that's really driving the nasdaq 100, driving a lot of these larger cap benchmarks we follow. if you keep that buoyed, you're going to keep the markets buoyed going forward. >> that's a really good point. i guess, david, for those fund managers who have not owned apple, they're going to be playing catch up fourth quarter so their fund looks better by year end, right? >> it's possible. you have a lot
Search Results 0 to 15 of about 16